Investment Strategies

Fixed Income

At Segall Bryant & Hamill, we believe fixed income portfolios should be high quality and tailored to meet the liquidity, income and capital preservation objectives of each of our clients. We offer a solutions-based fixed income platform that allows us to customize portfolios and meet the evolving needs of our clients. Our offering covers the entire maturity spectrum with a focus on high-quality investment grade and high yield bonds.

We emphasize in-depth proprietary research and a bottom-up investment process. We focus on securities that we believe will perform well over market cycles and offer downside protection. We seek to take advantage of inefficiencies in the fixed income market by identifying overlooked issues that offer a measurable return advantage.

Short Term

Seeks to take advantage of inefficiencies in the fixed income market by identifying overlooked issues that offer a measurable return advantage and meet our high-quality standards, with final maturities of typically three years or less.
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Short Term Plus

Seeks to take advantage of inefficiencies in the fixed income market by identifying overlooked investment grade and high yield issues that offer a measurable return advantage and meet our high-quality standards, with a target duration of typically less than two years.
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Municipal Short Maturity

Seeks to provide attractive tax-adjusted yield with minimal interest rate risk through investments typically in 0-2 year municipal securities.
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Intermediate

Seeks to take advantage of inefficiencies in the fixed income market by identifying issues that offer a measurable return advantage and meet our high-quality standards, with typically less than 10 year average maturities.
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1-10 Year Managed Municipal

Seeks to maximize after-tax total return opportunities through investments across the front end of the yield curve. The strategy also seeks to provide a better return profile than a laddered strategy, and will generally have a higher average credit quality and more conservative duration.
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Enhanced Intermediate Municipal

Seeks to emphasize after-tax total return while preserving and enhancing capital. The intermediate strategy utilizes active yield curve, credit, and structure positioning. The strategy focuses on taking advantage of inefficiencies within investment grade credit and bond structures to maximize total return while matching the interest rate risk profile of the underlying index.
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Tax Advantaged Municipal

Seeks to utilize active yield curve, credit, and structure positioning while having the ability to tactically allocate up to 30% of portfolios in short maturity taxable bonds. The flexibility in this intermediate strategy allows portfolios to potentially increase after-tax yields while increasing liquidity and reducing volatility.
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Core

Seeks to take advantage of inefficiencies in the fixed income market by identifying overlooked issues that offer a measurable return advantage and meet our high-quality standards, focused on investment grade securities.
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Core Plus

Seeks to take advantage of inefficiencies in the fixed income market by identifying overlooked issues that offer a measurable return advantage and meet our high-quality standards, focused on investment grade and high yield securities.
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Quality High Yield

Seeks to take advantage of inefficiencies in the high yield fixed income market by identifying overlooked issues that offer a measurable return advantage and meet our high-quality standards, with an emphasis on BB rated bonds.
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Liability-Driven Investing

Seeks to take advantage of inefficiencies in the fixed income market by identifying overlooked issues that offer a measurable return advantage and meet our high-quality standards; for investors seeking customized liability-driven solutions.
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